Shane · View onlyS
TUESDAY, OCTOBER 20, 2026
Good morning, Shane.
Here’s where things stand across your businesses.
!
1 credit card overdue
Business 4 · Card •4077
$3,850 · Due October 19, 2026
✓ Emily Carter notified · Escalated to Shane · Sample delivery3 credit cards due in 4 days
Business 1 · Card •1042
$4,600 · Due October 24, 2026
✓ Emily Carter notified directly · Sample deliverySee more 2 additional cards
Business 2 · Card •2086
$2,100 · Due in 4 days · October 24, 2026
✓ Maria Lopez notified directly · Sample deliveryBusiness 3 · Card •3091
$1,750 · Due in 4 days · October 24, 2026
✓ David Brooks notified directly · Sample deliveryBusinesses in view
04All assigned a bookkeeperDue in the next 7 days
$18,450Across 6 upcoming paymentsDue dates coming up
03Credit cards · Due in 4 daysConfirmed this month
24 / 2783% of obligations handledYour attention, where it matters.
October 20–27Your follow-up checklist.
Five items need a follow-up. Here’s what to ask your team:
- Confirm the overdue Business 4 credit card payment.
- Verify funds and payment scheduling for three credit cards due in 4 days. Direct reminders have been sent to their bookkeepers.
- Review the property policy before its renewal date.
Latest activity
Karsyn recorded payment evidence
Business 2 · Commercial auto policy
Today, 8:04 AM3 direct reminders sent
Three credit cards · Assigned bookkeepers notified
Today, 8:00 AM